Plan5500

Devita & Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Devita & Associates, Inc. (EIN 57-0784426) is a plan sponsor located in Greenville, SC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
57-0784426
Location
Greenville, SC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Devita & Associates, Inc.

  • 2 loaded plans hold $10.2M in reported assets.
  • The largest, Devita & Associates, Inc. Savings And Investment Plan, holds 79% of this company's reported plan assets.
  • Plans cover 222 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,489,216
Total reported assets$10.2M$10,223,252
Total reported participants222
Total reported liabilities$734K$734,036

Reported net position

Reported assets = net assets + liabilities (summed)$10.2M total assets
Net assets$9.5MLiabilities$734K
Contributions & income
Employer contributions$727.8K
Participant contributions$773.2K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$847.4K
Total expenses$945.9K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets79%Devita & Associates, Inc. Savings And Investment Plan
Participants per plan111Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Devita & Associates, Inc. Savings And Investment Plan$8.1M
    Plan #001 · 119 participants · 2023
  2. 2
    Devita & Associates, Inc. Employee Stock Ownership Plan$2.2M
    Plan #002 · 103 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Devita & Associates, Inc.. Open one for its full reported snapshot.

  1. 2023
    Devita & Associates, Inc. Employee Stock Ownership Plan103 participants · 2Sch I
    View filing →
  2. 2023
    Devita & Associates, Inc. Savings And Investment Plan119 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Devita & Associates, Inc. report on Form 5500?
Devita & Associates, Inc. (EIN 57-0784426) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Devita & Associates, Inc.?
The Employer Identification Number (EIN) reported for Devita & Associates, Inc. is 57-0784426.
What is the latest Form 5500 filing year for Devita & Associates, Inc.?
The latest loaded Form 5500 filing year for Devita & Associates, Inc. is 2023.

Related Form 5500 pages